RIA
Regal Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-33,041
| Closed | -$1.18M | – | 322 |
|
|
2018
Q4 | $1.18M | Buy |
33,041
+9,956
| +43% | +$355K | 0.26% | 110 |
|
|
2018
Q3 | $875K | Buy |
+23,085
| New | +$875K | 0.18% | 140 |
|
|
2017
Q4 | – | Sell |
-13,838
| Closed | -$525K | – | 290 |
|
|
2017
Q3 | $525K | Buy |
13,838
+1,579
| +13% | +$59.9K | 0.12% | 174 |
|
|
2017
Q2 | $457K | Buy |
12,259
+19
| +0.2% | +$708 | 0.11% | 173 |
|
|
2017
Q1 | $445K | Buy |
12,240
+2,478
| +25% | +$90.1K | 0.12% | 173 |
|
|
2016
Q4 | $344K | Buy |
9,762
+73
| +0.8% | +$2.57K | 0.1% | 186 |
|
|
2016
Q3 | $350K | Hold |
9,689
| – | – | 0.1% | 188 |
|
|
2016
Q2 | $342K | Sell |
9,689
-35
| -0.4% | -$1.24K | 0.09% | 186 |
|
|
2016
Q1 | $338K | Buy |
9,724
+2,638
| +37% | +$91.7K | 0.09% | 185 |
|
|
2015
Q4 | $241K | Buy |
7,086
+1,127
| +19% | +$38.3K | 0.06% | 226 |
|
|
2015
Q3 | $201K | Buy |
5,959
+5,924
| +16,926% | +$200K | 0.05% | 226 |
|
|
2015
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 873 |
|
|
2015
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 928 |
|
|
2014
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 876 |
|
|
2014
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 907 |
|
|
2014
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 869 |
|
|
2014
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 849 |
|
|
2013
Q4 | – | Sell |
-759
| Closed | -$25K | – | 824 |
|
|
2013
Q3 | $25K | Sell |
759
-1,381
| -65% | -$45.5K | 0.01% | 425 |
|
|
2013
Q2 | $69K | Buy |
+2,140
| New | +$69K | 0.04% | 268 |
|